Today: 7 February 2026
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Khadija Saeed

A dedicated markets reporter, she covers stocks, macroeconomics, and major business developments with a sharp eye for detail and accuracy.

OmniVision Integrated Circuits Group Class A stock price: what to watch before Shanghai opens after China PMI slip

OmniVision Integrated Circuits Group Class A stock price: what to watch before Shanghai opens after China PMI slip

OmniVision Integrated Circuits Group shares fell 1.37% to 121.20 yuan in Shanghai on Jan. 30, with year-to-date losses at 3.73%. China’s official factory PMI dropped to 49.3 in January, signaling contraction; the private-sector PMI is due Feb. 2. Investors are watching AI chip supply and central bank meetings. OmniVision recently raised HK$4.8 billion in Hong Kong for R&D.
2 February 2026
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China PMI slip puts ESWIN Material’s 688783 A-shares in focus before Shanghai open

China PMI slip puts ESWIN Material’s 688783 A-shares in focus before Shanghai open

Xi'an ESWIN Material shares face pressure before Monday’s open after China’s official factory PMI fell to 49.3 in January, signaling contraction. The stock closed at 26.29 yuan on Jan. 30, down 1.39% over five sessions but up 10.46% year-to-date. ESWIN forecasts 2025 revenue at 2.65 billion yuan with a net loss near 738 million yuan. Traders await the company’s annual report due April 21.
2 February 2026
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First Solar stock (FSLR) heads into Monday after Tesla’s 100‑GW solar talk jolts sentiment

First Solar stock (FSLR) heads into Monday after Tesla’s 100‑GW solar talk jolts sentiment

First Solar closed Friday at $225.52, up 0.7% after a sharp 10% drop Thursday, ending the week down about 7%. BMO Capital Markets downgraded the stock, citing pricing concerns and rising U.S. supply. Tesla’s push into solar, including new panel production in Buffalo, has divided analysts on First Solar’s outlook. Wells Fargo said Tesla’s plans triggered the sector selloff but sees limited downside for First Solar.
2 February 2026
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Suzhou TFC Optical Communication stock price: 300394.SZ watched after 11% jump as silicon photonics trade heats up

Suzhou TFC Optical Communication stock price: 300394.SZ watched after 11% jump as silicon photonics trade heats up

Suzhou TFC Optical Communication’s Class A shares jumped 10.9% to 248.43 yuan in premarket Shanghai trading. The move follows a week where Suzhou TFC and Yangtze Optical Fibre and Cable each surged over 30%, amid rising fibre prices and focus on silicon photonics. The company forecasts 2025 net profit of 1.88–2.15 billion yuan, up as much as 60%, citing AI demand and data-centre growth.
2 February 2026
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Montage Technology stock jumps 12% — Hong Kong IPO pricing link puts 688008 in the frame again

Montage Technology stock jumps 12% — Hong Kong IPO pricing link puts 688008 in the frame again

Montage Technology’s Class A shares jumped 12.13% in Shanghai Friday, closing at 181.85 yuan on heavy volume ahead of a Hong Kong share sale. The Hong Kong public offering runs through Feb. 4, with trading set to start Feb. 9 under code 6809. The final offer price will reference the Shanghai close before pricing. Montage plans to offer up to 65.89 million H shares at a maximum HK$106.89 each.
2 February 2026
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UMC stock slides into Monday: what to watch as Taiwan trading reopens

UMC stock slides into Monday: what to watch as Taiwan trading reopens

UMC shares resume trading in Taipei Monday after falling 8.77% Friday; U.S.-listed shares dropped 3.9%. Investors await January sales data on Feb. 5 for signs of demand and pricing. The company projects first-quarter wafer shipments steady, gross margins in the high-20% range, and 2026 capital spending at $1.5 billion. Capacity utilization is expected in the mid-70% range.
2 February 2026
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Moore Threads stock has a Feb. 6 trigger as Class A shares face related-party vote

Moore Threads stock has a Feb. 6 trigger as Class A shares face related-party vote

Moore Threads Class A shares closed at 590.01 yuan, down 0.01%, before Shanghai’s market opened Monday. The company released materials for a Feb. 6 shareholder vote on a 2026 cap for related-party transactions, estimated at 1.48 billion yuan. Shares have traded between 556 and 941.08 yuan since the Dec. 5 debut. Investors await the firm’s first annual report, due April 27.
2 February 2026
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Stock Market Today

Financial services stocks rally as XLF jumps, Dow hits 50,000 — what to watch next week

Financial services stocks rally as XLF jumps, Dow hits 50,000 — what to watch next week

7 February 2026
U.S. financial stocks rose Friday, with the XLF fund up 1.8% and the Dow closing above 50,000 for the first time, gaining 2.47%. Goldman Sachs jumped 4.3%, JPMorgan 3.9%, and Citigroup 6.0%. The Federal Reserve held rates steady, and San Francisco Fed President Mary Daly signaled possible cuts this year. Investors await January jobs and inflation data next week.
Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

7 February 2026
Digital Realty, Equinix, and Vertiv shares surged Friday, with Vertiv up 10% and Digital Realty rising 4.1%, as investors rotated back into AI-linked data center stocks. The move followed Amazon’s $200 billion and Alphabet’s $175–185 billion 2026 capex targets. Digital Realty set 2026 core FFO guidance at $7.90 to $8.00 per share. Wall Street ended the week broadly higher, led by chipmakers.
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